Indexes

FAQ

Custom index questions answered

Whether this is investment advice, how you bundle stocks and crypto into one weighted index, how backtesting against real history works, which benchmarks you can track against, what it costs, and why Indexes never places a trade. The honest answers investors ask for first.

No. Indexes is an informational and educational tool only and does not constitute investment advice or a recommendation to buy or sell any security or asset. It never holds funds, executes trades, or connects to a brokerage account. It is a sandbox for market ideas: you build, backtest, and track a basket you define, and you decide separately what to do with the insight. Because it is analyze-only, with no money and no execution, it is globally accessible with no US-brokerage gate and no account minimum.

Yes, and that is the point. You can bundle equities and crypto tokens into one weighted index and benchmark it against the S&P 500 or BTC. Self-serve tools that handle both asset classes together are almost nonexistent: stock builders are equities only, and crypto tools are crypto only. Indexes lets you express a cross-asset thesis, such as AI exposure spanning NVDA and compute tokens, as a single tracked index.

They can be, and we are honest about it. Backtests show hypothetical historical performance, labeled as such, with the modeling assumptions disclosed, such as rebalance frequency and whether fees, dividends, or staking are modeled. The tool is for understanding how a basket would have behaved, not for predicting returns. Past performance does not guarantee future results, and the demo deliberately includes an index that trails its benchmark.

A spreadsheet can weight tickers, but it goes stale the moment prices move, cannot cleanly pull multi-asset history for a backtest, mishandles rebalancing and crypto, and cannot chart your index against a live benchmark. Indexes is the spreadsheet you would build if it stayed current, rebalanced itself, and drew the benchmark line for you, and it does all of that in minutes.

Those require funding an account, are typically US only, and put real money at risk by executing trades. Indexes is analyze-first: test and track ideas globally with zero account, then decide separately whether to act. Composer is also stocks and ETFs only, with no crypto, while Indexes handles stocks and crypto together in one index.

Indexes makes the named custom index the hero object, not a buried feature or a one-off backtest. It handles stocks and crypto together, brings build, backtest, and ongoing benchmark tracking into one modern tool, and is self-serve and prosumer-priced. Index One does similar index construction but is sales-gated and built for asset managers; Indexes brings that named-index object to a card-checkout price with no sales call.

We are transparent about data source, update cadence, and coverage, meaning which tickers and tokens are included. Backtests run on daily closing prices: US equities, ETFs and the Nasdaq 100 from Nasdaq, the S&P 500 index from Cboe, crypto from Coinbase Exchange, refreshed every day after the US close, with roughly ten years of history where the asset has traded that long. Coverage spans thousands of stocks listed on Nasdaq, NYSE and NYSE American, thousands of ETFs, and the major crypto tokens traded against the dollar on Coinbase, all in one builder, benchmarked against the S&P 500, the Nasdaq 100, and BTC. A token listed two years ago has two years of history, and we shorten the window rather than fill the gap.

Never. Indexes does not place orders, link a brokerage account, or hold, move, or custody any money. It is a track-and-analyze tool, not a broker. The object you work with is a named index you research, backtest, and monitor, not a trade. That is what keeps the product genuinely non-advisory and makes it usable anywhere without funding an account.

Transparent self-serve pricing, billed yearly by default: Starter is 24 dollars per month (288 dollars a year), Investor is 39 dollars per month and is the most popular tier, Analyst is 49 dollars per month, so yearly billing saves 50 percent against monthly (49, 79 and 99 dollars), and Team is 49 dollars per seat per month billed yearly (588 dollars a seat) or 99 dollars per seat monthly, for 2 to 50 seats, with the same self-serve checkout. There is no free plan; the interactive demo is the free way to try it. Prices sit in the prosumer investing-tool band, well below the enterprise index tools and with no account minimum like direct-indexing brokers.

Still have a question?

Build a weighted index of stocks or crypto and watch it backtest against real history, or send us a note. Either way, you will have answers in minutes. Analysis only, never a trade.

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